Capital Markets Fintech Investment Services News

Egis Capital Leverages PEF Services for Fund Administration to Elevate the LP Experience

PEF Services Releases White Paper On Investor Transparency As A Differentiator

Technology-focused private equity firm outsources fund administration to support investors & drive growth

PEF Services LLC (“PEF”), a leading fund administrator for alternative investment managers, announced the release of a client case study that highlights the success of Egis Capital Partners, a private equity firm focused on the Security and Protection industry, in using PEF’s fund administration services. PEF has provided fund administration services to Egis Capital Partners since 2017, supported by PEF’s experienced team and leading-edge fund accounting platform.

Read More: 2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store

With more than 100 years of collective experience among the Partners in operating and financing companies in the fast-growing security and protection industry, Egis Capital is uniquely positioned to create value for its LPs. The Firm recognizes that today’s investors want to know that the funds they invest in are supported by exceptional professional service organizations. After evaluating several fund administrators, Egis Capital chose PEF Services for fund administration.

“Fund administration is more complex today,” explained Robert Chefitz, Managing Partner, Egis Capital Partners. “We wanted to be able to check an important box for our investors and show them that we are using professional organizations who are leaders in the category. PEF provides an industry-leading general ledger platform and proprietary portals and dashboards that complement the technologies we already leverage in our operation.”

Read More: Patientco Achieves HFMA Peer Review Designation

“PEF gives our LPs access to a secure site that they can log into at any time and see all Fund-related communications from every capital call notice, fund subscription documents, tax documents, and every quarterly report from the inception of the Fund,” said Christina Graziano, Chief Administrative Officer, Egis Capital Partners. “It’s more convenient for investors to have data stored in one place, and it means we can be diligent about data security since it is transmitted through a secure site.”

Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit

Related posts

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Fintech News Desk

Saasable Launches in the QuickBooks App Store, Unlocking Automated Recurring Revenue Metrics For Millions of Accountants and SMBs

Fintech News Desk

ChartIQ Drives Derivative Trading Floors Towards Innovation

Fintech News Desk
1